
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements.
Only available for TPP unlimited CE subscribers.
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00731-25
CTEC Course #: 6248-CE-00101

Rita leads Wolf’s International Tax Services Practice, specializing in tax planning and compliance for international holdings. She has extensive experience advising clients on cross-border business activities, structuring international investments, and navigating U.S. compliance obligations for both entities and individuals. Rita also serves as a trusted advisor to other tax professionals, helping identify reporting requirements, review work papers, and ensure accuracy in an ever-evolving international tax landscape.
Prior to joining Wolf, Rita was an Associate Attorney at Vacovec, Mayotte & Singer, LLP, focusing on international and domestic taxation, estate planning, and tax controversy. She is also an Adjunct Professor at Boston University School of Law’s Graduate Tax Program, where she co-founded and co-teaches “Foreign Information Reporting and Withholding.” Rita frequently teaches other international tax topics for Strafford Publications, Tax Practice Pro, and Wolters Kluwer, sharing her expertise with tax professionals nationwide.
Varies
This on-demand webinar series covers criminal tax, IRS collections, international reporting, tax controversies, AI in tax practice, and entertainment industry taxation, equipping professionals with practical strategies for compliance, dispute resolution, and risk management
2 IRS CE/2 CTEC/2 NASBA CPE*
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements. Only available for TPP unlimited CE subscribers.
4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits
This in-depth program provides comprehensive coverage of the tax implications for U.S. taxpayers with foreign income and assets. Participants will explore the complexities of reporting foreign income, compliance requirements for foreign asset disclosure, and strategies for minimizing tax liabilities under international tax treaties. The program addresses key areas such as the Foreign Account Tax Compliance Act (FATCA), the Foreign Bank and Financial Accounts (FBAR) reporting, and the taxation of foreign trusts. It also includes a discussion on the tax treatment of foreign earned income and the benefits of the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC). The session features practical examples and case studies to help attendees navigate the intricacies of international taxation effectively and ensure compliance with both U.S. and foreign tax laws.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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2 IRS CE/2 CTEC/2 NASBA CPE
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2 IRS CE/2 CTEC/2 NASBA CPE
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2 IRS CE Ethics/2 CTEC Ethics/2 NASBA CPE Ethics**
Join John Sheeley, EA and Tax Practice Pro for our annual FREE ethics program — a tradition designed to give back to the tax community every Giving Tuesday. This year’s program takes a fun, insightful journey through the ethical challenges of using artificial intelligence in modern tax practice, inspired by the classic “Bill & Ted” films.
No IRS or CTEC Credit. Only NASBA CPE (2)
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NASBA CPE Field of Study: Business Management & Organization NO IRS/NO CTEC
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1 IRS/1 CTEC/1 NASBA CPE
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2 IRS CE/2 CTEC/2 NASBA CPE
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.